Implementation Hand Book – Branch Automation System for KSFE Page 1 of 15

Installation and Configuration Guide of KSFE BAS (Application Software)

To install the ‘BAS’ application software in KSFE Branches, follow the steps given below.

Prerequisites:

  1. Properly installed and Configured Oracle Database –Server Machine. (With sufficient disk space for table space creation)
  2. Client Machines with OS Windows 98 SE, Windows XP Professional installed and Oracle client software installed fully.
  3. Connectivity from Client Machines to Server and Server to Client Machines are to be OK.
  4. Server should be provided with a Static IP Address. (This address needed while connection string creation)
  5. Static IP provided to the Sever and Client machines should come under a same Class, Same IP range.
  6. Sufficient Disk Space is available in the drive C (At least 200 MB) of Client Machines.

Proceed only if the prerequisites are satisfied.

  1. Create a connection string (s2)
  2. Create DSN
  3. Creation of Table Space and User
  4. Installation of application software setup , configuration and exporting databases

1. Steps for creating connection string named S2 using

Click Start button >

Programs >

Oracle – Oracle Home> Configuration Migration Tools> Net Manager

Expand the Localthen click on the Service Naming, click on the create button (green colored shown on the left side or select the create option from Edit Menu, you will get

Net Service Name Wizard,here you have to enter the details:

Net service Name: s2

Then click Next button, you will get Net Service Name Wizard, page 2 of 5 Protocol, here you don’t have to change anything (default selection will be in TCP/IP (Internet Protocol)

Click Next button, you will get Net Service Name Wizard, page 3 of 5 Protocol Settings, here you have to enter the following

Host Name- IP address of the Oracle Server (Eg: 192.168.0.100)

Port Number – 1521 (default, no need to change)

Click Next button, you will get Net Service Name Wizard, page 4 of 5 Service, here you have to enter the following details

(Oracle 8i or later) Service Name – Global Database name give at the time of installation (E.g.: KSFE)

Connection Type: Database Default

Click Next button,Net Service Name Wizard, page 4 of 5 Test, here you can test the connection. To test connection click Test, you will get a new window named

Connection Test, here you will get the messages as shown below.

Initializing first test to use userid: scott, password: tiger

Attempting to connect using userid: scott

The connection test was successful.

If the result is shown as above, you can confirm that the connection is ready with database. Close the Connection Test window and click Finish to complete the process.

Note : you can test the connection using any other userid and password , default is scott and Tiger . Sometimes password may be changed by the database administrator; in that situation, you will not get test successful message.

To save the configuration select the Save Network Configuration from File menu, after saving (no messages will be displayed while saving) the configuration, close the Net Manager.

2. Steps for creating DSN

Click Start button >

Settings >

Control Panel >

Administrative Tools > (double click) >

Select Data Source (ODBC) (double click)>, you will get ODBC Data source Administrator , select System DSN , click Add button , select the Driver “ Microsoft ODBC for Oracle” and Click Finish button ,you will get “Microsoft ODBC for Oracle Setup” . Enter the following details

Data Source Name ksfedsn

Descriptionksfe (not required)

Usernameksfe

Servers2

Steps for creating DSN (accounts)

Click Start button >

Settings >

Control Panel >

Administrative Tools > (double click) >

Select Data Source (ODBC) (double click)>, you will get ODBC Data source Administrator , select System DSN, click Add button , select the Driver “ Microsoft ODBC for Oracle” and Click Finish button,you will get “Microsoft ODBC for Oracle Setup”. Enter the following details

Data Source Name accounts

Descriptionaccounts (not required)

Usernameaccounts

Servers2

3. Steps for creating table space and user

We have to create two table spaces like KSFE and ACCOUNTS. For that , you have to know the password of SYS of SYSTEM.

Procedure for creating table spaces:

Select Run and type oemapp.bat consoleand click OK, you will get

Oracle Enterprise Manager Console Login screen. You need not change anything in this screen. Click OK; you will get a new window named

Oracle Enterprise Manager Console, Standalone

Expand the Databases, you will get s2.

Expands2; you will get a new window named Database Connect Information

Enter the following details

User Name: sys or system

Password:

Connect as: SYSDBA (available option are Normal, SYSOPER and SYSDBA)

Click OK button, you will get the following screen.

Expand the Storage; you will get the following options

Select the Table Spaces then right click, you will get some options. Select the Create option, you will get the following window.

In the above window, you have to do the following

Name – KSFE

Double click on the .ora filename field; you will get the following screen.

In the above screen, you have to enter the following

File Size – 1000 M Bytes (not K Bytes) then click on the Storage; you will get the following options

Select the option Automatically extend the data file when full (AUTOEXTEND)

If the above option is selected Increment field will be enabled, here you have to enter 250 and select M Bytes. Click OKbutton, you will be back to Create Table Space form. Click Create, you will get the message “Table space created successfully”.

Note: Repeat the above procedure for creating accounts table space. The File size should be 250 M Bytes and increment should be 100 M Bytes.

3.1 Steps for creating user

Expand the Security; you will get the following options as shown in the figure.

Select the Users and right click, choose the Create option, you will get the screen as shown in the figure.

In this screen, you have to enter the following fields and no need to change other settings. The Details provided should be the following.

General

Name – KSFE

Enter Password – password of the ksfe database

Confirm password - password of the ksfe database

Table spaces

Default – KSFE

Temporary – TEMP

Click on the Role menu, you will get the figure shown below.

Here you have to add the DBA and RESOURCE rights. To add the rights select the rights from the above panel then click on the down arrow key. Repeat the same procedure for adding another right.

After adding roles click Create button, you will get the message “User created successfully”, click OK to continue.

Note: Repeat the above procedure for creating ACCOUNTS. In the case of ACCOUNTS, you have to note the following.

General

Name – ACCOUNTS

Enter Password – password of the accounts database

Confirm password - password of the accounts database

Table spaces

Default – ACCOUNTS

Temporary – TEMP

All other procedure (Role)are same as that ofksfe user.

Note: Table space creation and user creation can be done in the Server also. The procedure shown here are also available in the server. To get the Oracle Enterprise Manager Console, you have to type oemapp dbastudio in the terminal in the Linux Server.

  1. Installation and configuration of application software and importing databases

In the implementation kit CD you will find the following

  1. KSFE BAS setup <Folder>
  2. KSFE BAS exe
  3. KSFE MIS exe
  4. KsfeReports <Folder>
  5. Ksfe.dmp

4.1 Importing Database from ksfe.dmp to the newly created users.

  1. From the CD copy the ksfe.dmp file to c:\
  2. Select Run then type cmd(applicable in Win2000, ME, XP and higher versions else you have to type commandand press OK; you will get the command window and switch to c:\
  3. Type imp fromuser = ksfe touser = ksfe and press the enter key, you will get the following.

Connected to: Oracle9i Enterprise Edition Release 9.2.0.1.0 - Production

With the Partitioning, OLAP and Oracle Data Mining options

JServer Release 9.2.0.1.0 - Production

Enter array fetch buffer size: 4096 >

Username:

  1. Enter the username, password and connection string in the following format

Username/password@s2

E.g.: ksfe/ksfe@s2 and press the enter key, you will get the following.

Connected to: Oracle9i Enterprise Edition Release 9.2.0.1.0 - Production

With the Partitioning, OLAP and Oracle Data Mining options

JServer Release 9.2.0.1.0 - Production

IMP-00002: failed to open EXPDAT.DMP for read

Import file: EXPDAT.DMP >

Here you have to enter ksfe.dmp and press the Enter key, the tables will be imported and you will get the message import completed.

Note: Repeat the same procedure for importing accounts tables. Only thing you have to stress is to type imp fromuser=accounts touser=accounts.

4.2 Installing KSFE BAS Setup

  1. Insert the CD in to CD Drive
  2. Open the BAS setup and double click the Setup to start the installation. You will get the following screen

After completing the (7 of 7), you will get the following

Click OK button, you will get the following

Click on the icon, you will get the following.

Click continue button, you will get the following

Sometimes you will get messages like the following. In this case you have to give Yes.

After completing the installation, you will get the message Completed .Click OK to finish.

4.3 Copying KSFE BAS and KSFE Mis exe’s

  1. Insert the CD in to CD ROM Drive
  2. Create a New Folder and rename it to KSFE in C:\
  3. Copy the KSFE BAS.exe and KSFE mis.exe to the newly created ksfe folder
  4. Create a short cut of both exe’s on the Desktop.
  5. Open the KSFE folder and create a new text document named Reports.txt
  6. Open the Reports.txt and type the path of the Ksfereports and save it

Note: KsfeReports can be copied on each system or you can select a particular machine for reports. The advantage of copying reports in the same machine is you don’t have to switch on the reports machines. The disadvantage is if any change made in the reports, you have to copy it to all machines.

Application Configuration Steps

Login on the application and set the branch id to the current branch id

Now installation of the application is complete.

Note: Refer Data Entry Hand Book to know how to proceed with this application.

ACCEL Frontline Ltd. Cochin.